Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$424,072,263
-$2,636,392 QoQ
Shares Held
1,136,862
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
27.50%
of 13F equity value
Holder Rank
#343
of 6,242 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,401,636
PutShares
11,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DDD Partners, LLC holds $443,781,974 across 7 Software - Infrastructure names. MSFT ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,136,862 | $424,072,263 | |
| 2 | FFIV |
F5, Inc.
|
40,697 | $16,928,324 | |
| 3 | ORCL |
Oracle Corp
|
8,656 | $1,268,536 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,693 | $664,202 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,928 | $558,618 | |
| 6 | NN |
Nextnav Inc.
|
16,259 | $289,897 | |
| 7 | CSAI |
Cloudastructure, Inc.
|
394 | $134 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,401,636 | 11,800 | Put | Sole | 2026-08-05 | |
| 2026-06-30 | $424,072,263 | 1,136,862 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $426,708,655 | 1,152,737 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $8,921,097 | 24,100 | Put | Sole | 2026-04-28 | |
| 2025-12-31 | $555,656,166 | 1,148,952 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $592,346,266 | 1,143,636 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $90,491,314 | 181,925 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $50,969,703 | 135,778 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $57,360,249 | 136,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $64,216,681 | 149,237 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,811,212 | 169,619 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $51,983,742 | 123,559 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $39,561,664 | 105,206 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $33,380,142 | 105,717 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $39,366,764 | 115,601 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $34,201,317 | 118,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,672,738 | 127,899 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,204,117 | 116,806 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $31,402,090 | 122,268 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $37,547,533 | 121,785 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $44,164,197 | 131,316 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $37,310,702 | 132,345 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,247,069 | 130,111 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $32,602,275 | 138,280 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $31,476,655 | 141,519 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $28,929,419 | 137,543 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $26,000,234 | 127,759 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,721,043 | 131,387 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||